<\/span><\/h3>\nThe first step in any data migration process is often to define and create custom records that reflect your business needs.<\/p>\n
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NetSuite allows you to create custom records and link them to other documents in two ways:<\/p>\n
As a Child Record<\/strong> \u2013 If your custom record doesn\u2019t have child records, it will appear as a child record when linked.<\/p>\nTo connect a child record to another record, create a field named \u201cChild Record\u201d and set it as a list-type field. This setup makes it easier to search, connect, and manage records.<\/p>\n
As a Parent Record<\/strong> \u2013 If your custom record should act as a parent (for example, connected to a customer record), select the Customer record as the parent and specify the sub-tab where the custom record should display.<\/p>\nWhen creating these relationships, always check for duplicate records, existing custom lists, or custom relationships that could cause conflicts.[\/et_pb_text][et_pb_text _builder_version=”4.9.7″ text_font=”Georgia||||||||” text_text_color=”#000000″ text_font_size=”22px” text_line_height=”1.9em” max_width=”800px” max_width_last_edited=”off|phone” custom_margin=”|||10%” custom_margin_last_edited=”off|desktop” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|phone” text_line_height_last_edited=”off|phone”]<\/p>\n
<\/span>Preparing Customer Records for Import in NetSuite<\/strong><\/span><\/h3>\nBefore importing customer data, it\u2019s crucial to ensure that all mandatory fields are properly populated. In NetSuite, key mandatory fields include:<\/p>\n
Status<\/strong><\/p>\nSubsidiary<\/strong><\/p>\nName<\/strong><\/p>\nAddress<\/strong><\/p>\nThe system automatically validates these fields during the import process.<\/p>\n